-term target- > > it's going lower though. > > is $24. exploration is where it's at. we need more energy because the world is expanding, and so is the economic base. > > solar. solar. > round 3) real? estate - a new york property recently sold for $88 million. is the housing crisis over? would you pick a stock in the housing sector, or is it done? > > my stock is home depot. i don't really like retail, the bricks-and-mortars, but you look at something like home depot, that is the only place that i can't go on amazon prime and actually buy something. i actually have to go to the store, i have to measure, i have to decide what i want at the retail store, so i like home depot. with sandy as well, i think a lot of people are going to be purchasing stuff for their homes. > > toll brothers and home builders are a bit overdone. we saw that stock go up 50%. but the ceo says that he is looking for home prices to go up 20% in 2013, and 25% in 2014. > > maybe in manhattan. > > so there is a lot of potential. i think the back- door way is to go through wells fargo. i think the mortgage crisis situat

. they own pipelines, they own refiners, they own convenience stores. so they are really a good, basic energy and materials company. you look at them, they're pretty cheap on paper. they are looking about seven times forward earnings. and i think the big kicker here that goldman really nails is the yield. this stock is yielding about 2.3%, so you combine that with the stock's share repurchases that they are going to do, the cushion that the dividend yield is giving you; you look at that whole package and you say, "hey, these could be some really good companies." > also goldman is picking stocks that are products people use in everyday life. there is even a railroad company there. > > absolutely. i think that is the big kicker here. you look at this kind of environment where i would say that investment decisions are not so easy to make. we have a really low interest rate environment, and if you look at these companies that are woven into the fabric of our lives, companies that are going to benefit from strength in america or otherwise, and they're paying you a better dividend yield than the so

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